Do everything in one place

Customize your Rev Ops and カオナビ integration with the following triggers and actions.

Triggers

When this happens…

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps
  • Any other trigger you can think up

Actions

Do this…

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps
  • Any other action you can think up

カオナビ
  • メンバー情報 登録
    Create メンバー in カオナビ
  • ユーザー情報 登録
    Create ユーザー in カオナビ
  • Custom action
    Custom action in カオナビ
  • 所属ツリー 一括取得
    List 所属ツリー in カオナビ
  • メンバー情報レイアウト定義 取得
    List メンバー情報レイアウト定義 in カオナビ
  • メンバー情報 一括取得
    List メンバー in カオナビ
  • ロール情報 一括取得
    List ロール in カオナビ
  • シート情報レイアウト定義 一括取得
    List シート情報レイアウト定義 in カオナビ
  • ユーザー情報 一括取得
    List ユーザー in カオナビ
  • メンバー情報 部分更新
    Update メンバー in カオナビ
  • シート情報 部分更新
    Update シート in カオナビ
  • ユーザー情報 更新
    Update ユーザー in カオナビ
  • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo